Pinnacle Staffing is partnering with a growing wealth management organization to find a Relationship Manager who thrives on creating exceptional client experiences while keeping operations running seamlessly.
If you're passionate about financial services, enjoy building long-term client relationships, and love being the person who keeps everything organized behind the scenes, this could be the perfect opportunity for you.
This is more than an operations role—it's a chance to become a trusted partner to advisors and clients while contributing to the growth and success of a collaborative, client-focused team.
What You'll Do
As a Relationship Manager, you'll serve as the operational backbone of the advisory team by:
Managing client onboarding from start to finish
Processing account transactions and portfolio updates with accuracy
Coordinating client communications and resolving service requests promptly
Partnering with Compliance, Investment Operations, and Client Service teams to ensure a seamless experience
Maintaining CRM records, generating reports, and ensuring data integrity
Building meaningful relationships with clients and understanding their financial goals
Identifying opportunities to strengthen client relationships and support business growth
Staying informed on market trends, industry changes, and regulatory updates
Supporting advisors so they can focus on what they do best—helping clients achieve financial success
What Success Looks Like
You'll help drive the team's success by contributing to:
Required Qualifications
Bachelor's degree in Finance, Economics, Business Administration, or related field
Active Series 65 License
Strong organizational skills with exceptional attention to detail
Outstanding communication and client service abilities
Ability to prioritize multiple projects while maintaining accuracy and professionalism
Preferred Experience
Experience in Wealth Management, Private Banking, or Investment Advisory
Previous client-facing financial services experience
Currently pursuing or interested in obtaining the Certified Financial Planner (CFP®) designation
Ready to Grow Your Career?
If you're a detail-oriented financial professional who enjoys building relationships, solving problems, and delivering exceptional client experiences, we'd love to hear from you.
Apply today and take the next step toward a rewarding career where your expertise, organization, and people skills truly make a difference!
About Pinnacle
The Pinnacle Groups work hard to pair top talent with great companies. We truly care about your success and your future, which is why we take the time to truly get to know both the employer and employee to find the perfect match. We’re not just filling a seat, we’re building futures. Our service separates us from other staffing firms and has landed us on the Inc. 5000 list of fastest growing private companies in the U.S. three straight years (2023-2025). With headquarters centrally located in Kansas City, Pinnacle currently builds futures in eight states across the U.S.
EOE: Pinnacle provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
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